Consultant, Risk
Responsible for managing new business implementations for institutional trust and custody clients. Acts as the focal point of contact for external contacts throughout the transition process. Works with the sales group and the client servicing team to define the services that will be provided to new and existing clients.
Knowledge/Skills
Knowledge of institutional trust/custody products and services, usually acquired through related work experience, is required to manage client requirements and expectations
of trust products and services. Knowledge of systems capabilities, usually acquired through experience or formal training, is required to coordinate account implementation and enhancement. Ability to utilize technology to provide management reporting. Organizational, analytical, negotiation and project management skills are required to direct implementation activities, prioritize tasks, and to lead and work on a team.
Major Duties
• Manages new business implementations for institutional trust and custody clients by working with prior custodian to establish guidelines for transition.
• Serves as primary client contact on transition issues, communicating with client and others (i.e., consultants and investment managers) directly to provide information on Northern Trust requirements for transition.
• Works with client to determine unique processing needs and translating those needs to procedures and documentation to various internal areas regarding account processing.
• Assists the client to identify all reporting requirements and sets up client expectations upon developing an understanding of the business objectives and goals.
• Participates in discussions regarding training options for the client and conducts product demonstration if requested.
• Participates in pre-implementation meetings, coordinating the needs of sales, operations, and relationship staff to identify new or existing client’s needs.
• Coordinates the client service team and establishes meetings to discuss ongoing service requirements.
• Collects pertinent client information (i.e., asset lists, key contacts, etc.) to ensure accurate account set-up, distributing information to the appropriate internal areas.
• Monitors the turnaround times so that product and service queues are available when committing roll out plans to the client.
• Sets up internal product huddle meetings to ensure the proper teams are in place to conduct client training.
• Participates in sales process as subject matter expert, identifying prospect and client needs and crafting delivery plans.
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations, institutions and affluent individuals worldwide. Northern Trust, a financial holding company based in Chicago, has offices in 18 U.S. states and 16 international locations in North America, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2012, Northern Trust had assets under custody of US$4.8 trillion, and assets under investment management of US$758.9 billion. For more than 122 years, Northern Trust has earned distinction as an industry leader in combining exceptional service and expertise with innovative products and technology.
We seek qualified people for a wide range of challenging positions and who are interested in building a career with a global growth company, excel in a team oriented environment, yet respect others and have strong values and principles. Northern Trust is an Equal Opportunity Employer and is committed to building a diverse workforce. We ensure our policies guide our behaviors to create and maintain a discrimination-free workplace. We support total diversity: gender, age, race, religion, sexual orientation, gender identity, ethnicity, physical disabilities, and marital/family status, among others.
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